Meet the Team

Together our team represents more than 100 years of experience and when it comes to investing, nothing is more important. It is our belief, however, that we must also embrace, understand and look to the future and the opportunities it brings. And to do that, we have turned to the next generation adding both a fresh perspective and continuity for the future.

Individually, and as a group, we have one goal: To help our clients make sure they have the freedom to choose how they want to spend their lives. And the promise we make to all our clients can best be summed up by this Warren Buffett quote: "We will only do with your money what we would do with our own."

As the head of the Friedman Investment Group, Alan is responsible for overall direction, investment strategy and is also the Group's chief decision maker.

One of the things his partners, colleagues and clients appreciate the most is just how passionate Alan is about learning as much as he can about the world of investment and wealth management. And when he's read a book or attended a seminar he's really enjoyed, found interesting or inspiring, he shares that knowledge enthusiastically with his clients and colleagues.

Terry has been with Friedman Investment Group since 2002 – but he and Alan first got together in the early '90s. In fact they go back even further than that – at one time Terry was a client of Alan's and decided then that this was someone with whom he shared values and an investment philosophy – someone he trusted, respected and wanted to work with.

A very successful 30-year career in the equity research and corporate finance end of the business uniquely qualifies Terry to head up Friedman Investment Group's research effort. Knowing which companies have a solid platform and offer good value – and those that come with an unacceptable level of business risk or financial leverage plays a crucial role in the creation of successful portfolios; and Terry's experience and expertise proves to be invaluable time after time.

Shelly has been a key member of Alan Friedman's team since 1994.

Our Friedman Investment Group clients agree that Shelly does an exemplary job helping them implement their investment strategies. But her most valuable asset, to us and to them, is the fact that she instinctively understands and appreciates the importance of 'service' and the loyal relationships that positive experiences foster. And it's these very qualities that make her both an integral member of our team and the obvious choice to manage our operations group.

Alan Friedman, CIM, FCSI

As the head of the Friedman Investment Group, Alan is responsible for overall direction, investment strategy and is also the Group's chief decision maker.

One of the things his partners, colleagues and clients appreciate the most is just how passionate Alan is about learning as much as he can about the world of investment and wealth management. And when he's read a book or attended a seminar he's really enjoyed, found interesting or inspiring, he shares that knowledge enthusiastically with his clients and colleagues.

C. Terrence Fisher, CFA

Portfolio Manager Investment Advisorterry.fisher@cibc.ca 416-594-5595

Terry has been with Friedman Investment Group since 2002 – but he and Alan first got together in the early '90s. In fact they go back even further than that – at one time Terry was a client of Alan's and decided then that this was someone with whom he shared values and an investment philosophy – someone he trusted, respected and wanted to work with.

A very successful 30-year career in the equity research and corporate finance end of the business uniquely qualifies Terry to head up Friedman Investment Group's research effort. Knowing which companies have a solid platform and offer good value – and those that come with an unacceptable level of business risk or financial leverage plays a crucial role in the creation of successful portfolios; and Terry's experience and expertise proves to be invaluable time after time.

Shelly Steidman

Investment Advisorshelly.steidman@cibc.ca 416-594-5598

Shelly has been a key member of Alan Friedman's team since 1994.

Our Friedman Investment Group clients agree that Shelly does an exemplary job helping them implement their investment strategies. But her most valuable asset, to us and to them, is the fact that she instinctively understands and appreciates the importance of 'service' and the loyal relationships that positive experiences foster. And it's these very qualities that make her both an integral member of our team and the obvious choice to manage our operations group.

Financial Planning

The more I know about you the more value I can add. A financial plan not only gives you a complete picture of your financial condition, it also helps me do a better job for you. As part of your relationship with the Friedman Investment Group, we encourage you to have a plan prepared by our in-branch financial planning specialist.

Before joining the Group in January 2014, Peter spent 10 years at CIBC Wood Gundy's head office. There he was responsible for the successful implementation of our industry-leading financial planning tools and software and helped create more than 1,000 plans across the country.

Our Service Team

In an industry as highly regulated as ours, it is vital that no detail is overlooked — every 'i' must be dotted and every 't' crossed. The devil is in the details, whether we are opening accounts, ensuring that all client queries are answered and well understood, making sure our clients are fully informed, processing trades, preparing client portfolios for review or maintaining daily records, by client and type of security. To ensure our clients receive this level of service we depend on our Associates.